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iShares 7-10 Year Treasury Bond ETF
IEF

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
976
Phillips Financial Management
Indiana
$8.33K +$8.23K +87 New
EWM
977
EPG Wealth Management
Georgia
$8.14K – – –
TIM
978
Total Investment Management
Arizona
$7.57K +$7.47K +79 New
CAM
979
Costello Asset Management
Pennsylvania
$7.28K – – –
NC
980
NewSquare Capital
Pennsylvania
$7.18K – – –
SWIM
981
Smallwood Wealth Investment Management
New Jersey
$7.18K +$7.09K +75 New
HBW
982
Hazlett, Burt & Watson
West Virginia
$7K +$6.71K +71 New
T
983
Tidemark
California
$6.8K – – –
SWP
984
SIMA Wealth Partners
Virginia
$6.32K -$10.2K -108 -62%
MWA
985
Moser Wealth Advisors
Washington
$5.84K +$5.77K +61 New
TIM
986
Tortoise Investment Management
New York
$5.75K – – –
BLC
987
Brown, Lisle/Cummings
Rhode Island
$5.65K – – –
MHR
988
Matthew Hamilton Rosenberg
$5.36K -$3.97K -42 -43%
FGA
989
Fortis Group Advisors
New Jersey
$5.17K – – –
SIC
990
Salem Investment Counselors
North Carolina
$5.1K – – –
M
991
MOTCO
Texas
$4.18K – – –
YP
992
YANKCOM Partnership
South Dakota
$4.02K -$77.3K -817 -95%
OPTFSNA
993
Old Point Trust & Financial Services N A
Virginia
$3.93K – – –
MFC
994
Morris Financial Concepts
South Carolina
$3.83K – – –
VEA
995
Virtus ETF Advisers
New York
$3.73K -$2.74K -29 -43%
RFA
996
Reyes Financial Architecture
California
$3.45K -$4.53M -47,924 -100%
MCM
997
Manchester Capital Management
Vermont
$3.4K +$95 +1 +3%
ME
998
McIlrath & Eck
Washington
$3.26K – – –
CMP
999
Coston McIsaac & Partners
Maine
$3K – – –
EWM
1000
Evolution Wealth Management
Florida
$2.68K +$2.65K +28 New
38 39
40
41 42